Mission, Vision, and Core Values

MISSION


To ensure financial security for Filipinos by accompanying them through every life-stage and serving with the highest quality of financial advisement.

VISION


An industry leading premier financial security provider to Filipino Families.

CORE VALUES


In whatever we do, we have to be authentic to set apart ourselves from others, hence, we are guided with these values to ensure we leave a wonderful and memorable experiences with our clients:

LOVE FOR GOD

— Always place God at the center of our life and in what we do.

RESPECT

— Treat fellow advisers and staff with dignity;
— Understand and appreciate differences
— Apologize and forgive

INTEGRITY

— Act with consistency in methods and principles and with honesty and truthfulness
— Always place the best interest of our clients above our own self direct of indirect interests;
— Exercise high levels of professionalism and ethical standards;
— Hold in strictest confidence all business and personal information of client

EXCELLENCE

— Go above and beyond what is expected
— Commit to providing world-class service

TEAMWORK

— Work together with enthusiasm and appreciation with one another;
— Celebrate successes and handle disappointments as a team
— Collaborate with one another towards achievement of goal

June 25, 2017